Past Events
Oregon Wine Retreat
Tentatively planned for August 13-15th, 2025 at the Black Walnut Inn & Vineyard about an hour south of Portland, Oregon. Unlike the typical family office conference, Wine Retreat attendees have the opportunity to connect deeply with their peers on topics of shared interest in a relaxed and confidential environment. The unique, lightly-structured environment, is intended […]
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Cross Pollinate Exploration – Establishing Your Families’ Office
This Cross Pollinate Exploration via Zoom is intended for rising generations that are in the process or have set up family offices following a liquidity event for their parents or an earlier generation. Join your peers on April 22nd at 1pm ET, 10am PT in sharing your experiences, perspective and questions in building an investment […]
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Cross Pollinate Portland Wine & Experience Sharing Dinner At Chelo
Sharing experiences is one of the primary ways we learn from our peers. Come share your experiences and stories and learn from others at the private dining room at Chelo, an Award winning seasonally inspired Mexican restaurant in NE Portland. We will be meeting in the small private dining room where you can hear your […]
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Cross Pollinate Portland Lunch
Get perspective, ask questions and share your experiences with family office peers over lunch at the Arlington Club. This is a “no-host” lunch on April 2nd from noon to 2pm with a maximum attendance of 12 people.
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